10 Quick Wins - No Code

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Using the end user tools in SharePoint and MOSS to give quick business benefit

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10 Quick Wins - No Code

  1. 1. Using No Code Joshua Haebets Principal Consultant nSynergy International
  2. 2. 10 Quick Wins <ul><li>Branding </li></ul><ul><li>Icons to Web Parts </li></ul><ul><li>Expense Claim - InfoPath </li></ul><ul><li>Expense Claim in WSS </li></ul><ul><li>My Documents and Tasks </li></ul><ul><li>Document Migration Tool </li></ul><ul><li>Search internal content </li></ul><ul><li>Federated Search </li></ul><ul><li>Client Search </li></ul><ul><li>Deployment Guidance </li></ul>
  3. 3. Branding <ul><li>Use SharePoint as your Intranet site </li></ul><ul><li>Branding is simple </li></ul><ul><li>Add images, corporate colours, and fonts </li></ul><ul><li>Firefox with Firebug </li></ul><ul><ul><li>Easy to change CSS (and test changes) </li></ul></ul><ul><li>Resources and Guides </li></ul><ul><ul><li>http://www.sharepointcustomization.com/resources/tipstricks/wss_cssguide.htm </li></ul></ul><ul><ul><li>http://www.heathersolomon.com/content/sp07cssreference.htm </li></ul></ul><ul><li>On larger deployments be aware of performance hit </li></ul>
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  6. 6. Icons to Web Parts <ul><li>Add images to web parts to help users navigate you sites </li></ul><ul><li>Add images relevant to your organisation </li></ul>
  7. 7. Expense Claim <ul><li>Submit expenses claims online </li></ul><ul><li>Attach scans on reciepts </li></ul><ul><li>Attach workflows to all claims </li></ul><ul><ul><li>Send to manager </li></ul></ul><ul><ul><li>Send to finance department </li></ul></ul><ul><li>Customising a list form </li></ul><ul><ul><li>Easy to do </li></ul></ul><ul><ul><li>Make sure you do not delete the existing </li></ul></ul><ul><ul><li>Customise the edit form too. </li></ul></ul>
  8. 8. My Documents and Tasks <ul><li>Give users a list of recently used documents </li></ul><ul><li>Can see documents across multiple document libraries </li></ul><ul><li>A dashboard for users when they login each day </li></ul><ul><li>A great way to us information spread across sites </li></ul><ul><li>Only available for sites in the same site collection </li></ul>
  9. 9. Document Migration Tool <ul><li>Put the migration in the hands of document authors </li></ul><ul><li>Migrate only what is currently being used </li></ul><ul><li>Simple to use and maintain </li></ul><ul><li>Does require this codeplex project </li></ul><ul><ul><li>http://www.codeplex.com/SPDActivities </li></ul></ul>
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  14. 14. Search – Internal Content <ul><li>File Shares </li></ul><ul><li>Public Folders </li></ul><ul><li>Lotus Notes Database </li></ul><ul><li>Intranet Site </li></ul><ul><li>Use scopes to search for all content for a project or client </li></ul><ul><li>Results generally returned in under 2 seconds </li></ul>
  15. 15. Federated Search <ul><li>Allows you to query other content sources </li></ul><ul><li>One search results from multiple locations </li></ul><ul><li>Great for research </li></ul><ul><li>Triggers can be used </li></ul>
  16. 16. Deployment Guidance <ul><li>Take it one step at a time </li></ul><ul><li>Don’t give users to much </li></ul><ul><li>Make the interface friendly </li></ul><ul><li>Use Search </li></ul>
  17. 17. Contact Details <ul><li>Email </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>Blog </li></ul><ul><ul><li>jhaebets.wordpress.com </li></ul></ul><ul><li>LinkedIn </li></ul><ul><ul><li>http://www.linkedin.com/in/jhaebets </li></ul></ul>

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